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Lowe Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Lowe Wealth Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.52K Sell
17
-33
-66% -$2.97K ﹤0.01% 350
2025
Q2 		$4.47K Hold
50
– – ﹤0.01% 292
2025
Q1 		$4.76K Hold
50
– – ﹤0.01% 288
2024
Q4 		$4.24K Buy
+50
New +$4.44K ﹤0.01% 288

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lowe Wealth Advisors's PNW Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Pinnacle West Capital (PNW) stake by 66% in Q3 2025, selling an estimated $2.97K and leaving 17 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Lowe Wealth Advisors first reported a position in PNW in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.76K in Q1 2025. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Lowe Wealth Advisors held 17 shares of Pinnacle West Capital worth $1.52K as of Q3 2025.
  • Lowe Wealth Advisors sold 33 Pinnacle West Capital shares in Q3 2025, an estimated $2.97K.
  • Pinnacle West Capital made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #350 holding.
  • Lowe Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 4 quarters since.
  • Lowe Wealth Advisors's Pinnacle West Capital position peaked at $4.76K in Q1 2025.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.